-Stephanie Roth, Wolfe Research Chief Economist
-Amanda Lynam, BlackRock Head of Macro Credit Research
-Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst
-Lorenzo Simonelli, Baker Hughes CEO

Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.

-Stephanie Roth, Wolfe Research Chief Economist -Amanda Lynam, BlackRock Head of Macro Credit Research -Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst -Lorenzo Simonelli, Baker Hughes CEO
Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance TV: September 4, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8bcf01e6-c4e7-4db9-8cf6-b1e100df36d8/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Aoifinn Devitt & Katy Kaminski.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Aoifinn Devitt &amp; Katy Kaminski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Aoifinn Devitt & Katy Kaminski

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aaf36c35-dbf0-4bc7-bd1a-b1ea00ea2893/transcript

-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist
-Sharon Miller, Bank of America President and Co-Head of Business Banking
-Tiffany Wilding, PIMCO Economist
-Troy Gayeski, FS Investments Chief Market Strategist

Max Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany Wilding and Troy Gayeski of FS Investments walk through the implications of the Fed cutting rates by a quarter-point or more.

-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist -Sharon Miller, Bank of America President and Co-Head of Business Banking -Tiffany Wilding, PIMCO Economist -Troy Gayeski, FS Investments Chief Market Strategist Max Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany Wilding and Troy Gayeski of FS Investments walk through the implications of the Fed cutting rates by a quarter-point or more.

Bloomberg Surveillance TV: September 13, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2d64ac4b-c8c8-4ec1-b5ec-b1ea00e28911/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024
Featuring:
Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her market themes and trends and why she expects equity volatility amid looming rate cuts
Emily Roland, co-chief investment strategists at John Hancock Investment Management, on whether a 25bps cut is a done deal and whether inflation could rear back and haunt markets
Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, talks about major tech headlines, involving giants like Apple, Nvidia, and Oracle, and Adobe's AI struggles
Lisa Mateo on newspapers


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Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024 Featuring:
<ul>
<li>Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her market themes and trends and why she expects equity volatility amid looming rate cuts</li>
<li>Emily Roland, co-chief investment strategists at John Hancock Investment Management, on whether a 25bps cut is a done deal and whether inflation could rear back and haunt markets</li>
<li>Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, talks about major tech headlines, involving giants like Apple, Nvidia, and Oracle, and Adobe's AI struggles</li>
<li>Lisa Mateo on newspapers</li>
</ul>
 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

Market Outlook Post-CPI and a Tech Breakdown

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ef957ed-1630-4e7f-856e-b1ea00e95d62/transcript

Bloomberg Surveillance TV: September 4, 2024

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